FIKFX vs. FIRFX
Compare and contrast key facts about Fidelity Freedom Index Income Fund Investor Class (FIKFX) and Fidelity Advisor Managed Retirement 2025 Fund Class I (FIRFX).
FIKFX is managed by Fidelity. It was launched on Oct 2, 2009. FIRFX is managed by BlackRock. It was launched on Dec 31, 2007.
Performance
FIKFX vs. FIRFX - Performance Comparison
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FIKFX vs. FIRFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIKFX Fidelity Freedom Index Income Fund Investor Class | -0.05% | 9.23% | 4.96% | 8.28% | -11.09% | 2.79% | 8.54% | 10.59% | -0.76% | 6.66% |
FIRFX Fidelity Advisor Managed Retirement 2025 Fund Class I | -0.06% | 13.43% | 6.55% | 11.83% | -15.66% | 8.02% | 13.09% | 17.53% | -5.07% | 14.27% |
Returns By Period
In the year-to-date period, FIKFX achieves a -0.05% return, which is significantly higher than FIRFX's -0.06% return. Over the past 10 years, FIKFX has underperformed FIRFX with an annualized return of 3.93%, while FIRFX has yielded a comparatively higher 6.59% annualized return.
FIKFX
- 1D
- 0.74%
- 1M
- -1.99%
- YTD
- -0.05%
- 6M
- 1.03%
- 1Y
- 6.95%
- 3Y*
- 6.20%
- 5Y*
- 2.67%
- 10Y*
- 3.93%
FIRFX
- 1D
- 1.33%
- 1M
- -3.20%
- YTD
- -0.06%
- 6M
- 1.51%
- 1Y
- 11.08%
- 3Y*
- 8.74%
- 5Y*
- 3.75%
- 10Y*
- 6.59%
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FIKFX vs. FIRFX - Expense Ratio Comparison
FIKFX has a 0.12% expense ratio, which is lower than FIRFX's 0.48% expense ratio.
Return for Risk
FIKFX vs. FIRFX — Risk / Return Rank
FIKFX
FIRFX
FIKFX vs. FIRFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index Income Fund Investor Class (FIKFX) and Fidelity Advisor Managed Retirement 2025 Fund Class I (FIRFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FIKFX | FIRFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 1.50 | +0.13 |
Sortino ratioReturn per unit of downside risk | 2.30 | 2.12 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.31 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.20 | 2.04 | +0.16 |
Martin ratioReturn relative to average drawdown | 9.11 | 8.59 | +0.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FIKFX | FIRFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 1.50 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.46 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.79 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 0.49 | +0.47 |
Correlation
The correlation between FIKFX and FIRFX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FIKFX vs. FIRFX - Dividend Comparison
FIKFX's dividend yield for the trailing twelve months is around 3.41%, more than FIRFX's 2.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKFX Fidelity Freedom Index Income Fund Investor Class | 3.41% | 3.40% | 3.13% | 2.85% | 3.06% | 2.04% | 2.18% | 7.27% | 2.94% | 1.89% | 1.65% | 1.39% |
FIRFX Fidelity Advisor Managed Retirement 2025 Fund Class I | 2.68% | 2.66% | 2.56% | 2.43% | 4.63% | 5.08% | 3.57% | 3.80% | 7.10% | 24.68% | 2.44% | 4.49% |
Drawdowns
FIKFX vs. FIRFX - Drawdown Comparison
The maximum FIKFX drawdown since its inception was -15.03%, smaller than the maximum FIRFX drawdown of -41.29%. Use the drawdown chart below to compare losses from any high point for FIKFX and FIRFX.
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Drawdown Indicators
| FIKFX | FIRFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.03% | -41.29% | +26.26% |
Max Drawdown (1Y)Largest decline over 1 year | -3.32% | -5.65% | +2.33% |
Max Drawdown (5Y)Largest decline over 5 years | -15.03% | -21.56% | +6.53% |
Max Drawdown (10Y)Largest decline over 10 years | -15.03% | -21.56% | +6.53% |
Current DrawdownCurrent decline from peak | -2.37% | -3.69% | +1.32% |
Average DrawdownAverage peak-to-trough decline | -1.74% | -5.25% | +3.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.80% | 1.34% | -0.54% |
Volatility
FIKFX vs. FIRFX - Volatility Comparison
The current volatility for Fidelity Freedom Index Income Fund Investor Class (FIKFX) is 2.05%, while Fidelity Advisor Managed Retirement 2025 Fund Class I (FIRFX) has a volatility of 3.30%. This indicates that FIKFX experiences smaller price fluctuations and is considered to be less risky than FIRFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIKFX | FIRFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.05% | 3.30% | -1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 2.85% | 4.73% | -1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.39% | 7.67% | -3.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.07% | 8.14% | -3.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.40% | 8.34% | -3.94% |